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Posted: Mon Sep 03, 2012 11:51 pm
by slm40
Hi all
I am coming up to my 1st annual review in October - I know it's still a month away however I want to be prepared and have everything ready to send for my review so that its completed asap.
Can you advise what I need to have to send as well what the I & E form will ask?
I am with McCambridge Duffy in N Ireland.
Posted: Mon Sep 03, 2012 11:58 pm
by MelanieGiles
Best that this is answered directly by your own firm, as they will have detailed knowledge of your case. In my firm we ask for a newly completed income and expenditure statement (we send last year's figures as a guide), the last 3 months wage slips and a copy of the P60. If you are self-employed then you would need to send in your latest accounts and tax return.
Posted: Tue Sep 04, 2012 4:05 am
by Jay H
SLm mel is right your own firm is best to answer this..My i & e is very detailed and they want to know everything even down to gym membership and dentistry. They also ask me for my last P60 and last 3 wage slips.
Posted: Tue Sep 04, 2012 7:13 am
by 12 months to go
morning sim40
Im with DFD & their procedure is exactly the same as Mels firm, the only diff however, which won't be an issue at your first review, is that they send you your original income & expenditure, not the one from the previou year. So if you are with DFD, after you have completed your first review I would suggest you keep a copy. IE on your review in 2013, they will send a copy of the original I&E from your IVA proposal in 2011, not the updated 2013 version.
I did challenge this some years ago, but just hurt my head on the brick wall I was banging my head against !!
Good luck and dont worry, the review process is usually painless, although its natural to worry just before each one. You will probably find your payments may remain the same
Posted: Tue Sep 04, 2012 10:28 am
by Broke n down
DFD also ask for 3 months worth of bank statements. Keep copies of everything, I agree with 12 months to go, DFD send a copy of the ORIGINAL I&E which is a pain if you don't keep copies.
Posted: Tue Sep 04, 2012 10:40 am
by plasticdaft
I agree about keeping copies of previous I & E's so you dont make any mistakes when updating to a new one(like forgetting to put something down!!).
Good luck with the review.
Paul
Posted: Tue Sep 04, 2012 12:13 pm
by MrsR
what happens of you have mislaid your P60 ??
Posted: Tue Sep 04, 2012 1:51 pm
by MelanieGiles
Ask your employer to provide you with a copy.